Document Outline

• Software License Agreement
• License
• 30-Day Guarantee; Disclaimer
• Limitation Of Liability
• Government Restricted Rights Legend; International Use
• General
• Contents
• PREFACE
  • About this Manual
    • The WMS 8.1 Interface
    • Action Conventions
      • Mouse Actions
      • Selecting Ribbon Options
      • Clicking Buttons
      • Choosing a Setting
      • Query Boxes and Dialog Boxes
    • Formatting Conventions
      • Cautions and Notes
      • Keystrokes
      • Keyboard Keys
      • Form/Screen Items
    • Date and Time Conventions
    • Technical Support
• CHAPTER 1
  • Introduction
    • IntelliTrack WMS Features and Benefits
      • RF Standard
      • RF Professional
      • Product Features
    • IntelliTrack WMS Architecture
      • First Tier: Workstation Area
      • Second Tier: Server
      • Third Tier: Database
    • Preparing Warehouse Data
      • Assembling Warehouse Data
• CHAPTER 2
  • Getting Started
    • Basic Startup Procedures
    • Using the Application
      • Opening the WMS Workstation Application
      • Security Ribbon Options
      • Exiting the Workstation Application
      • Using the Ribbon
    • Using the Dashboard
      • Reloading the Dashboard
    • Precautions When Entering Data
• CHAPTER 3
  • Purging Data
    • Introduction
      • Sample Data
    • Reaching the Purge Form
      • Purge Form Buttons
      • Selecting a Site
    • Purging Inventory Data
      • Sites
      • Items
      • Locations
      • Reorder Quantity
      • Primary Location
      • Inventory by Location
      • Zero Locations
    • Purging Picking Order Data
    • Purging Receiving Order Data
    • Purging History Data
    • Purging Lookup Data
      • Purging Customers/ Vendors Data
      • Purging Lookups
    • Performing a Data Purge
• CHAPTER 4
  • System Options
    • Introduction
    • Setting Company Information
    • Enabling System Features
    • Setting System Options
    • Establishing Order Parameters
      • Setting Picking and Receiving Order Options
      • Line Number Mode
    • Setting Security
      • Enabling Security
      • Adding a New User
      • Editing User Information
      • Deleting a User
      • User Tasks
    • Language, Time, and Date Settings
    • Making Language Changes in the Application
      • Language Settings
    • Renaming a Title, Label, or Command
    • Enabling a Form’s User-Defined Fields
• CHAPTER 5
  • Lookups
    • Introduction
    • Carrier
      • Adding a Carrier
      • Editing a Carrier
      • Deleting a Carrier
    • Shipping Method
      • Adding a Shipping Method
      • Editing a Shipping Method
      • Deleting a Shipping Method
    • Unit of Measure
      • Adding a Unit of Measure
      • Editing a Unit of Measure
      • Deleting a Unit of Measure
    • Category
      • Adding a Category
      • Editing a Category
      • Deleting a Category
    • Site
      • Adding a Site
      • Editing a Site
      • Deleting a Site
    • Setting Site Privileges
    • UPS WorldShip®-WMS Integration
      • Preparing the Databases
      • Setting Up a Keyed Import
      • Setting Up a Keyed Export
    • UPS Shipping Information Displayed in WMS
• CHAPTER 6
  • Initializing the Warehouse
    • Introduction
    • Creating Locations for Each Site
      • Adding a Location to A Site
    • Adding Items to IntelliTrack WMS
      • Form Modes
      • Item Data Form Buttons
      • Adding an Item to the Database
      • User Defined Fields
      • Storing Reorder Quantity Ranges & Cycle Count Intervals
      • Establishing an Item Unit of Measure Range
      • Assigning a Primary Location for the Item
      • Entering a Duplicate Item
      • Deleting an Item Record
      • Adding Inventory from the Item Data Form
    • Managing Customer Information
      • Customers Form Buttons
      • Adding New Customers
      • Editing Customer Information
      • Adding Customer Shipping Information
      • Editing Shipping Information
      • Deleting Customer/ Shipping Information
    • Managing Vendor Information
      • Vendors Form Buttons
      • Adding a New Vendor
      • Editing Vendor Information
      • Deleting Vendor Information
• CHAPTER 7
  • Inventory Management
    • Working with Inventory Information
      • Inventory Data Form Buttons
      • Retrieving Inventory Data
      • Adding an Item to a Location
      • Editing an Item Quantity in a Location
      • Modifying an Item’s Inventory Record
      • Working with Inventory Counts
      • Deleting Inventoried Values
    • Let Downs
      • Performing a Let Down
    • Tracking Inventory Movement
      • Moving an Item Between Locations
      • Move Item Form Buttons
      • Moving an Item
    • Mass Move
      • Recording a Mass Move
      • Mass Move Form Buttons
      • Moving All Items in a Location
    • Using Pallets
    • Building a Pallet
      • Build Pallet Form Buttons
      • Using the Build Pallet Form
    • Moving a Pallet
      • Move Pallet Form Buttons
      • Using the Move Pallet Form
    • Kitting
      • Creating Kits
      • Kit Maintenance Form Buttons
      • Adding a New Kit
      • Editing an Existing Kit
      • Picking a Kit
• CHAPTER 8
  • Receiving
    • Introduction
    • Receiving Order Information
      • Receiving Order Forms Buttons
    • Adding New Receiving Orders
    • Reviewing Receiving Orders
    • Posting Changes to Receiving Orders
      • Changing the Order Status
      • Deleting Order Information
    • Viewing the Order’s History
• CHAPTER 9
  • Picking
    • Introduction
    • Picking Order Information
    • Picking Order Forms Buttons
    • Adding New Picking Orders
    • Reviewing Picking Orders
    • Posting Changes to Picking Orders
      • Deleting Order Information
      • Changing the Order Status
      • Viewing the Order’s Shipping Information
      • Viewing the Order’s History
    • Waves
    • Using Waves
      • Filtering Picking Orders
      • Tagging Orders for Waves
      • Tagging Options
      • Viewing Orders in the Wave
      • Creating a New Wave of Selected Orders
      • Assigning a Picker to Selected Orders
      • Adding Orders to Existing Waves
    • Wave Reports
    • Establishing Zones
      • Working with the Zones Form
      • Adding a Zone
      • Editing a Zone
      • Deleting a Zone
• CHAPTER 10
  • Import and Export Utility
    • Introduction
    • Reaching the Import Export Utility
      • Using the Import Export Utility
      • File Menu
      • View Menu
    • Importing and Exporting Data
      • Supported Import Export Utility File Types
      • Selecting an Interface
    • The Host Picking Interface
    • The Host Receiving Interface
    • Exporting and Importing Inventory Data
      • Exporting Inventory Data
      • Importing Inventory Data
    • Exporting and Importing Item Data
      • Exporting Item Data
    • Exporting and Importing Location Data
      • Exporting Location Data
      • Importing Location Data
    • Exporting and Importing Picking Order Data
      • Exporting Picking Order Data
      • Importing Picking Order Data
    • Exporting and Importing Receiving Order Data
      • Exporting Receiving Order Data
      • Importing Receiving Order Data
• CHAPTER 11
  • WMS System Maintenance
    • Introduction
    • Verifying Database Connection
      • IntelliTrack Database
      • SQL Server Logon Information
      • Strong Password Requirements
      • Testing the Database Connection via the UDL File
      • Connecting to the Database with SQL Server Management Studio
      • Changing the Application Database Connection
    • Backing Up the Database
      • Database Backup and Restore with SQL Server
      • IntelliTrack Backup and Restore Utilities
    • Front-End File Backup
    • Compacting the Workstation
• CHAPTER 12
  • History
    • Introduction
    • Viewing Transaction History
    • Retrieving History Data
      • History Data Displayed in the View History Form
    • History Reports
      • Inventory History Reports
      • Picking History Reports
      • Receiving History Reports
• CHAPTER 13
  • Queries
    • WMS Standard Queries
      • Querying Inventory Data by Item # or Location
    • Querying Item Data by Category and by Kits
• CHAPTER 14
  • Printing Labels
    • Bar Code Label Feature
      • Label Printer Required Drivers
    • Printing and Previewing Item and Location Labels
    • Printing Sequential Number Labels
    • Adding a New Label Format
    • Editing an Existing Label Format
    • Printing Custom Labels
• CHAPTER 15
  • Reports
    • Introduction
    • Reaching the Select Reports Form
    • Inventory Reports
      • Generating an Inventory Report
    • Picking Reports
      • Generating a Picking Report
    • Receiving Reports
      • Generating a Receiving Report
    • IntelliTrack Report Print and Export Options
      • Print Options
      • Export Options
    • Customizing Reports
      • Reaching the Customize Reports Form
• Appendix A
  • Database Maintenance
    • Verifying Database Connection
      • IntelliTrack Database
      • SQL Server Logon Information
      • Testing the Database Connection via the UDL File
      • Connecting to the Database with SQL Server Management Studio
      • Changing the Application Database Connection
    • Database Backup and Restore
      • Database Maintenance
      • Database Backup and Restore with SQL Server/ SQL Express
      • IntelliTrack Backup and Restore Database Utilities
• Appendix B
  • Sample Inventory Reports
    • Available Warehouse Space Report
    • Batch Cycle Count
    • History by Date Report
    • History by Item Report
    • Inventory by Category Report
    • Inventory by Location Report
    • Inventory by Lot, Expiration Date Report
    • Inventory Item Detail Report
    • Inventory Item Summary Report
    • Inventory Reconciliation Report
    • Inventory with Pictures Report
    • Inventory with Negative Quantity Report
    • Kit Maintenance Form Report
    • Location Sequence Report
    • Overstock Summary Report
    • Pallet Flag Report
    • Pallet Summary Report
    • Primary Location Report
    • Reorder Summary Report
    • Replenishment Report
    • Velocity Report-Picking
    • Velocity Report-Receiving
• Appendix C
  • Sample Picking Reports
    • Closed Picking Orders Report
    • Customer Records without Names Report
    • Customer Report
    • New Picking Order Report
    • Open Picking Order Items Report
    • Open Picking Orders Report
    • Packing List Report
    • Past Due Picking Orders Report
    • Pick Sequence Report
    • Picking History Lots/Dates by Customer Report
    • Picking History Lots/Dates by Item Report
    • Picking History Lots/Dates by Order Report
    • Picking Order Differences Report
    • Picking Order Form Report (w/Serial Number)
    • Picking Orders with Invalid Customer Report
    • Picking Report
    • Picking Report with Bar Codes
    • Shipped Picking Orders Report
    • Shipping Information
    • Staged Wave Report
    • UPS Packing List
    • Wave Report
• Appendix D
  • Sample Receiving Reports
    • Backordered P.O.s Report
    • Closed Receiving Orders Report
    • New Receiving Orders Report
    • Open Receiving Order Items Report
    • Open Receiving Orders Report
    • Past Due Receiving Orders Report
    • Put-Away Report
    • Put-Away Report with Bar Codes
    • Put-Away Sequence Report
    • Received Orders Report
    • Receiving History Lots/Dates by Item Report
    • Receiving History Lots/Dates by Order Report
    • Receiving History Lots/Dates by Vendor Report
    • Receiving Order Differences Report
    • Receiving Order Form w/Serial Number Report
    • Receiving Orders with Invalid Vendor Report
    • Vendor Records without Names Report
    • Vendor Report
    • Glossary
  • Index